How to View Client Portal Payments
Login to the Client Portal.
If you have two factor authentication enabled, you will need to enter the authentication code.
Click "Sign In" button.
You will be redirected to the Client Portal Dashboard page.
Go to the Payments list page by clicking "Payments" from left navigation bar.
Under Pending Payments section you can view:
Transacted date
Payer
Payment method
Payment amount
Under Payments section you can view:
Payment number
Transacted date
Payer
Payment method
Payment amount
Please note that if you do not have any pending payments, you will only see the payments list. Both tables appear when you have pending payments and settled payments.
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